CX · Customer experience
The moments clients feel.
The moments a social media management agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Marketing & Creative
What should stay human at a social media management agency, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a social media management agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a social media management agency, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a social media management agency. Agents can surface the gaps; the owner still decides.
The people a social media management agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Manages client relationships, campaign approvals, reporting meetings, and day-to-day communication on content and performance.
Role
Plans content calendars, writes posts, schedules publishing, monitors engagement, and adjusts platform activity for client accounts.
Role
Writes captions, short-form campaign copy, community responses, and content drafts tailored to each client brand.
Role
Creates post graphics, story assets, ad creatives, and templates that match each client's branding requirements.
Specialists a social media management agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Shoots and edits short client videos, reels, interviews, and event footage for monthly content packages.
Agency
Runs paid social campaigns, audience targeting, budget management, and conversion reporting for client advertising projects.
Agency
Prepares tax filings, year-end accounts, and compliance advice for an agency with recurring client revenue.
If you would like someone to build these flows for a social media management agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Other business types in Marketing & Creative.
Marketing & Creative
Marketing & Creative
Marketing & Creative
Marketing & Creative
Marketing & Creative
Marketing & Creative